Institutional Ownership Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
54
shares
|
$1,967
0.0% of portfolio
|
Q2 2023
Reduced 82.24%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
52
shares
|
$1,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$1,821
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
50
shares
|
$1,821
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$1,821
0.0% of portfolio
|
Q2 2024
Reduced 99.92%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
49
shares
|
$1,785
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
42
shares
|
$1,530
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$1,457
0.0% of portfolio
|
Q1 2024
Reduced 52.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$1,457
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
35
shares
|
$1,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
35
shares
|
$1,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
21
shares
|
$765
0.0% of portfolio
|
Q3 2024
Added 425.0%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
21
shares
|
$765
0.0% of portfolio
|
Q3 2021
Added 110.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
20
shares
|
$728
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
20
shares
|
$728
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
15
shares
|
$546
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
12
shares
|
$437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
10
shares
|
$364
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$364
0.0% of portfolio
|
Q1 2023
Reduced 52.38%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
10
shares
|
$364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9
shares
|
$327
0.0% of portfolio
|
Q1 2024
Reduced 84.75%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
7
shares
|
$255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
7
shares
|
$255
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
6
shares
|
$218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
5
shares
|
$182
0.0% of portfolio
|
Q2 2024
New holding
|